URGENT HRINIG: Part-Time and Full Time Financial Wealth Planners

4 days ago

Taguig, Philippines FWD D11 District Full time

Overview

URGENT HRINIG: Part-Time and Full Time Financial Wealth Planners

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Company Description

We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance - one that is more human and caring, using digital technology to deliver better service and experience. We believe financial security should be accessible and less complicated. We combine technology and human insights to deliver relevant, first-in-the-market innovations to enable more Filipinos to live their best future and celebrate living.

Find out more at

Role Description

This is a part-time or full-time position for a Financial Wealth Planner at FWD D11 District. As a Financial Wealth Planner, you will be responsible for providing clients with tailored financial advice, developing and implementing financial plans, and conducting regular reviews of clients' financial situations. This is a hybrid role, based in Taguig, with the flexibility to work from home as well. Your day-to-day tasks will include meeting with clients, researching financial products, and staying updated on financial regulations and market trends.

Qualifications
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Proficiency in financial planning software and tools
  • Knowledge of financial products, tax laws, and investment strategies
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications such as CFP (Certified Financial Planner) are a plus
  • Ability to work independently and as part of a team
Benefits
  • Weekly commission
  • Monthly and quarterly monetary bonuses
  • Local and foreign travel incentives
  • HMO coverage as bonus
  • Life insurance coverage as bonus
  • Free extensive sales and financial management training
  • Awards and recognitions

Note

This is a commission-based job.

* Applicants are required to have a Telegram account for application processing and team communications.

Short-listed applicants will be contacted between 9am-7pm, Mondays to Fridays. Please make your lines available within this timeframe.

You can join us as part-timers even if you are currently employed.

Sales agents from other industries (i.e. HMO, life plan, car insurance, and life insurance) that are no longer active or have resigned are welcome to join.

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